Task Management
200Notes includes powerful task management features to help you track work, manage deadlines, and collaborate with your team. Our intuitive Kanban boards and advanced task features make project management effortless.
🚀 Getting Started with Tasks
Creating Your First Task
To create a new task:
Go to Tasks tab
Navigate to a project and click Tasks
Click "Add Task"
Click Add Task in any column
Enter task title
Choose a clear, descriptive title
Add details
Include additional information
Create Task
Click to create your task
Task Properties
Each task can include the following information:
Clear, actionable description
Detailed information
Responsible team member
Completion deadline
High, Medium, or Low
Labels for categorization
Files, images, or links
Sub-tasks within main task
✅ Task Writing Tips
Write effective tasks by making them:
Kanban Board
Default Columns
Every project starts with four default columns:
- To Do: Tasks that haven't been started
- In Progress: Tasks currently being worked on
- Review: Tasks waiting for approval or feedback
- Done: Completed tasks
Custom Columns
Customize your board to match your workflow:
- Add Columns: Create columns for your specific process
- Rename Columns: Use names that match your team's language
- Reorder Columns: Arrange columns in logical order
- Set Column Limits: Limit work in progress (WIP limits)
- Delete Columns: Remove columns you don't need
Moving Tasks
Update task status by moving them between columns:
- Drag & Drop: Simply drag tasks to different columns
- Bulk Move: Select multiple tasks and move them together
- Keyboard Shortcuts: Use keyboard shortcuts for quick moves
- Auto-move: Set rules to automatically move tasks
Task Details
Task Description
Add rich descriptions to your tasks:
- Markdown Support: Format descriptions with markdown
- Attachments: Include files, images, and links
- Checklists: Break tasks into smaller steps
- Templates: Use templates for common task types
Task Assignments
Assign tasks to team members:
- Single Assignment: Assign tasks to one person
- Multiple Assignees: Assign tasks to multiple people
- Unassigned Tasks: Leave tasks unassigned for anyone to pick up
- Assignment Notifications: Team members get notified when assigned
Due Dates and Scheduling
Keep track of deadlines:
- Due Dates: Set when tasks should be completed
- Start Dates: Set when tasks should begin
- Time Estimates: Estimate how long tasks will take
- Recurring Tasks: Set up tasks that repeat
- Calendar Integration: Sync with your calendar
Advanced Task Features
Task Dependencies
Manage task relationships:
- Blocking Dependencies: Tasks that must be completed first
- Related Tasks: Tasks that are connected but not dependent
- Dependency View: Visual representation of task relationships
- Critical Path: Identify the most important task sequence
Task Priorities
Organize tasks by importance:
Priority | Color | Usage |
---|---|---|
High | Urgent tasks that need immediate attention | |
Medium | Important tasks with moderate urgency | |
Low | Tasks that can be done when time allows |
Task Labels and Tags
Categorize and organize tasks:
- Custom Labels: Create labels for different types of work
- Color Coding: Use colors to quickly identify task types
- Filtering: Filter tasks by labels to focus on specific work
- Reporting: Generate reports based on task labels
Time Tracking
Time Estimation
Estimate and track time for better planning:
- Original Estimate: How long you think a task will take
- Revised Estimate: Update estimates as you learn more
- Time Tracking: Log actual time spent on tasks
- Burndown Charts: Visual progress tracking
Time Logging
Track time spent on tasks:
- Manual Entry: Add time entries manually
- Timer: Use the built-in timer for active work
- Bulk Entry: Add multiple time entries at once
- Time Reports: Generate reports on time usage
Task Views
Kanban View
The default board view for visual task management:
- Column Layout: See tasks organized by status
- Drag & Drop: Move tasks between columns
- Quick Actions: Perform common actions without opening tasks
- Swimlanes: Group tasks by assignee or priority
List View
A traditional list format for detailed task management:
- Sortable Columns: Sort by any task property
- Bulk Actions: Select multiple tasks for bulk operations
- Filtering: Filter tasks by various criteria
- Export: Export task lists to spreadsheets
Calendar View
See tasks scheduled on a calendar:
- Monthly View: See tasks across the month
- Weekly View: Focus on the current week
- Daily View: See today's tasks in detail
- Drag & Drop: Move tasks to different dates
Timeline View
Gantt-style timeline for project planning:
- Project Timeline: See the entire project schedule
- Dependencies: Visual representation of task relationships
- Milestones: Mark important project milestones
- Resource Planning: See team member workload
Collaboration Features
Task Comments
Collaborate on tasks with comments:
- Threaded Comments: Have discussions about tasks
- @Mentions: Notify specific team members
- File Attachments: Share files in comments
- Comment History: See the full conversation history
Task Activity
Track all changes to tasks:
- Activity Log: See all changes to a task
- Change History: Track what changed and when
- User Attribution: See who made each change
- Notifications: Get notified about task changes
Team Workload
Balance work across your team:
- Workload View: See how much work each person has
- Capacity Planning: Plan work based on availability
- Workload Balancing: Redistribute tasks to balance load
- Team Reports: Generate team productivity reports
Automation
Task Rules
Automate common task operations:
- Auto-assign: Automatically assign tasks based on criteria
- Auto-move: Move tasks between columns automatically
- Auto-label: Apply labels based on task content
- Due Date Rules: Set due dates based on task properties
Recurring Tasks
Set up tasks that repeat automatically:
- Daily Tasks: Tasks that repeat every day
- Weekly Tasks: Tasks that repeat weekly
- Monthly Tasks: Tasks that repeat monthly
- Custom Schedules: Create custom recurring patterns
Notifications
Stay informed about task changes:
- Assignment Notifications: Get notified when assigned tasks
- Due Date Reminders: Reminders before tasks are due
- Comment Notifications: Get notified about task comments
- Custom Notifications: Set up custom notification rules
Reporting and Analytics
Task Reports
Generate reports on task performance:
- Completion Reports: Track task completion rates
- Time Reports: Analyze time spent on tasks
- Team Performance: See how team members are performing
- Project Progress: Track overall project progress
Analytics Dashboard
Visual insights into your task management:
- Burndown Charts: Track progress over time
- Velocity Charts: See team velocity trends
- Task Distribution: See how tasks are distributed
- Completion Trends: Analyze completion patterns
Integration and Export
Calendar Integration
Sync tasks with your calendar:
- Google Calendar: Sync with Google Calendar
- Outlook Calendar: Sync with Microsoft Outlook
- Apple Calendar: Sync with Apple Calendar
- Two-way Sync: Changes sync both ways
Export Options
Export task data in various formats:
- CSV Export: Export to spreadsheets
- PDF Reports: Generate PDF reports
- JSON Export: Export raw data
- Print View: Print-friendly task lists
Best Practices
Task Management Workflow
🎯 Workflow Tips
- Keep tasks small and actionable
- Use clear, descriptive task titles
- Assign tasks to specific people
- Set realistic due dates
- Use priority levels consistently
- Review and update tasks regularly
Team Collaboration
👥 Collaboration Tips
- Use comments for task discussions
- @mention team members for notifications
- Keep task descriptions up to date
- Use labels for consistent categorization
- Hold regular task review meetings
- Balance workload across team members
Troubleshooting
Common Issues
- Tasks not saving: Check your internet connection
- Drag & drop not working: Try refreshing the page
- Notifications not working: Check your notification settings
- Tasks not syncing: Verify your account permissions
Performance Tips
- Large projects: Use filters to focus on relevant tasks
- Slow loading: Archive completed tasks regularly
- Many attachments: Keep file sizes reasonable
- Complex dependencies: Simplify task relationships when possible
📋 Start Managing Tasks!
Ready to organize your work? Create your first task or explore team collaboration features to work more effectively with your team.